The keys to management consultancy

ENSURE that your wealth advisor is financially stable

  • Check how long the person has been in business
  • Ensure that capital is held by natural persons
  • Make sure that the funds do not transit through the firm’s own accounts (except for fees).

THE ROLE of a wealth advisor

  • Ensures the quality of custodians and measure the potential risk of failure,
  • Keeps up to date with new developments, market offers, daily investment opportunities,
  • Assists you in selecting and establishing your asset allocation,
  • Advises you in the diversification of your investment vehicles, selected based on your goals.

OPTIMISE time and expertise

  • Coordinate the various service providers to save time in the analysis and decision process,
  • Simplify procedures by leveraging on the specialist skills of the various providers.
  • Constantly defend your interests to obtain the best outcome.

COLLABORATE and DECIDE on the final solution

  • No decision is made for you or without your consent.
  • A guiding principle: advise, do not substitute.


  • To working alongside you
  • For the long term
  • With clearly defined and recorded objectives, scope of our tasks, payment


  • Freedom to fully or partially delegate  – depending on your needs and desires
  • Accessible to all assets, significant or under construction.
  • Cost efficiency of a Family Office due to the returns and savings achieved by the provided advice.
  • Guarantee of controlled risks and improved performance of your portfolio over time.


  • Ensure the consistency and harmony between your various partners – notaries, tax specialists, chartered accountants.
  • Monitor the market trends.
  • Comply with the applicable regulations throughout the life of the investments.


  • No equity-based relationship with banks, insurance companies and management companies,
  • No banking interest,
  • Multiple investment choices offered on all the various markets.